TIM
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Tortoise Investment Management’s BJs Wholesale Club BJ Stock Holding History

Tortoise Investment Management’s Portfolio BJ Stock Details BJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8
Closed -$746 – 374
2025
Q3 		$746 Buy
8
+3
+60% +$307 ﹤0.01% 1113
2025
Q2 		$539 Buy
5
+3
+150% +$342 ﹤0.01% 1088
2025
Q1 		$228 Sell
2
-527
-100% -$54.3K ﹤0.01% 797
2024
Q4 		$47.3K Buy
529
+233
+79% +$21.1K 0.01% 427
2024
Q3 		$24.4K Buy
296
+35
+13% +$2.96K ﹤0.01% 529
2024
Q2 		$22.9K Buy
261
+245
+1,531% +$19.8K ﹤0.01% 511
2024
Q1 		$1.21K Buy
16
+14
+700% +$976 ﹤0.01% 805
2023
Q4 		$133 Hold
2
– – ﹤0.01% 771
2023
Q3 		$143 Hold
2
– – ﹤0.01% 783
2023
Q2 		$126 Hold
2
– – ﹤0.01% 757
2023
Q1 		$152 Hold
2
– – ﹤0.01% 755
2022
Q4 		$132 Buy
+2
New +$145 ﹤0.01% 753

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